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Patriot Financial Group Insurance Agency’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-47
Closed -$2K – 1265
2018
Q4 		$2K Buy
+47
New +$2.92K ﹤0.01% 838

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPME Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2019, closing a stake of 47 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in JPME in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 31 funds tracked by Wall St. Rank hold JPME as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 47 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2019, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $2K in Q4 2018.
  • 31 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.